Job Opportunities API

Client Liaison Administrator We’re currently looking for an exceptional Client Liaison Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve! What you’ll be doing: • being the first point of contact for clients – handling queries with professionalism, warmth, and a genuine desire to help • providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to greeting on arrival • processing new business, fund switches, letters of authority (LOA), and change of agency procedures end to end using Xplan workflows • maintaining accurate client records in Xplan, including fact find information, compliance documentation, and anti-money laundering (AML) checks • tracking case progress and keeping both advisers and clients informed at every stage • helping with general admin and supporting the wider team where needed What we’re looking for: • experience in financial services administration, ideally in wealth management or supporting advisers • a natural people person – approachable, clear, and professional with clients • great communicator with a sharp eye for detail • comfortable with Microsoft Office; Xplan experience is a bonus • organised, proactive, and able to juggle multiple tasks without dropping the ball • happy working as part of a team or independently when needed Why join us? At Mattioli Woods, you’ll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration. Perks and benefits 💰 competitive salary ⏰ 35-hour working week 🏠 hybrid working – a blend of home and office time 💼 5% employer/5% employee pension 💖 4x salary life assurance and group income protection 🏥 health cash plan (Core Level 1) 🎉 25 days’ holiday plus statutory (increasing with service) 🌱 training and development opportunities 🤝 a supportive, collaborative team environment Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!